Customer Success Specialist
Newman Group Search
Customer Success Specialist
Insurance Customer Success Specialist
Customer Success Specialist, Commercial Lines
We are working with a client who is seeking a Customer Success Specialist to manage a portfolio of commercial lines accounts from bind through renewal. The company is a fast-growing, AI-driven insurtech startup based in the Bay Area, serving small businesses across the United States. This role sits at the heart of the post-sale experience handling COIs, endorsements, renewals, and client inquiries while helping shape the systems that make world-class service scalable.
Key Responsibilities
- Manage multiple commercial accounts simultaneously, tracking renewals, open items, and client follow-ups across a full book of business
- Issue Certificates of Insurance (COIs) and process endorsement requests accurately and efficiently
- Review policies for accuracy at issuance and resolve errors before they reach the client
- Respond to client inquiries on coverage, billing, and claims with confidence and clarity
- Maintain clean, complete account records in a proprietary agency management system
- Coordinate with producers on renewals, remarketing, and new business support
- Identify recurring carrier or process issues and escalate them for upstream resolution
An active P&C license is required. This is a high-volume, fast-paced environment built around proprietary technology the right person is detail-oriented, adaptable, and genuinely comfortable learning new systems. Candidates from both independent agencies and direct writers are encouraged to apply.
Remote candidates are welcome, and on-site opportunities in San Francisco are also available at a higher compensation tier for candidates seeking an accelerated, high-intensity growth environment.
Newman Group Search is a member of the National Insurance Recruiter Association network and specializes in Commercial Risk & Insurance.
Vacancy posted 16 hours ago
Similar jobs that could be interesting for youBased on the Customer Success Specialist in Alameda, CA vacancy
$55k - $65k
...the team The Go-To-Market Team is responsible for ensuring customers realize measurable value from the automation we deploy. From pre... ...customers achieve meaningful operational outcomes. Customer Success serves as the connective tissue between customers and internal...SuggestedFull timeTemporary workRemote workHome officeFlexible hoursShift workFormic
Oakland, CA25 days ago$28 - $29 per hour
Beacon Hill Legal is partnering with a confidential, well-regarded litigation firm in San Francisco to identify a Receptionist / Office Assistant for a hands-on opportunity in a fast-paced law firm environment. This role is ideal for someone who is polished, proactive...SuggestedFull timeContract workWork at officeImmediate startBeacon Hill
Alameda, CA2 days ago$69k
...desire to help others by providing guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications Laptop or desktop computer with a working camera Insurance...SuggestedRemote jobWork from homeFlexible hoursHMG Careers
Alameda, CAmore than 2 months ago$21 per hour
...Your Opportunity Customer Service Representative California Check Cashing Stores Oakland, CA As a Customer Service Representative... ..., coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-...SuggestedHourly payFull timeTemporary workCasual workWork at officeLocal areaCCF Holdings LLC
Oakland, CA5 days ago- ...Everlaw is seeking an experienced Renewals Specialist to begin our journey toward a contract renewal center of excellence. You'll... ...relentless focus on the client experience. You'll partner with Customer Success Managers, Account Executives, Strategy and Operations, Legal...SuggestedFull timeContract workWork at officeLocal areaRemote workWork from homeVisa sponsorshipFlexible hours
Everlaw
Oakland, CA2 days ago - ...home, providing outstanding service and product knowledge. The role includes distributing benefit enrollment materials, handling customer service calls, and responding to client coverage requests. Employees will receive full training, competitive compensation, and opportunities...Remote jobWork from home
- Shape delightful customer journeys at TD as a Customer Experience Specialist. This essential role requires you to handle financial transactions and provide exceptional service, ensuring customer satisfaction. As a Customer Experience Specialist, you’ll assess customer needs...
$25 - $30 per hour
San Francisco, CA | Part-Time | In-Office (3 days/week, 18-20 hours a week) | Start Date: Mid-Late July Company Description We're a boutique international business law firm based in San Francisco, New York and Milan. Our team is collaborative, detail-oriented, and...Part timeWork at officeFlexible hours3 days per weekValla Morrison & Schachne Inc., P.C.
Alameda, CA2 days ago- ...and uphold a welcoming and professional atmosphere for both visitors and staff in the reception area. Welcome and guide vendors, customers, clients, job applicants, and other guests, and coordinate transportation services as necessary. Manage incoming calls, take...Full timeWork at officeLocal area
Alameda Point Collaborative
Alameda, CA3 days ago $60k - $80k
...Representative - State Farm Agent Team Member for Kim Holland - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency...Work at office- ...Diploma or equivalent with some college preferred and/or 2-4 years experience in the healthcare industry. Employee must be able to successfully manage multiple tasks. Ability to effectively communicate in a professional and accurate manner. verbal communication. (...Work at office
CompSpec Inc.
Alameda, CA7 days ago $25 - $28 per hour
...-rays, insurance information, and clinical notes are ready in advance. Qualifications Skills & Qualifications That Support Success in This Role Strong written, verbal, and telephone communication skills. Warm, patient-centered approach with the ability...Hourly payFull timeMitchell Family Dentistry
Alameda, CA5 days ago- A leading home improvement retailer seeks a Pro Customer Service Sales team member in Emeryville, CA. This role involves assisting professional... ..., and providing tailored product knowledge to ensure project success. Team members will collaborate to maintain a safe and organized...
$25 - $30 per hour
...Product Specialist We are seeking an experienced, industry-savvy Product Specialist to serve as a go-to expert for our professional contractor and retail customer base. This elevated role goes well beyond standard customer service, you'll be a trusted advisor who draws...For contractorsWork at officeBee Green Recycling & Supply
Oakland, CA1 day ago$71.6k - $107.4k
...Representative, you and your team will play a pivotal role in our success story. The role involves: Crafting Solutions for Growth:... ...: Use consumer and category trends as your toolkit to educate customers, solve challenges, and skyrocket sales – building brands is an...Full timePart timeInternshipLive inWork at officeAfternoon shiftSazerac
Alameda, CA4 days ago- A leading sales enablement company in California is seeking a Retail Support Specialist to provide hands-on support to AT&T customers in high-traffic retail environments. This role includes resolving billing and account inquiries and requires strong communication and problem...Flexible hoursAfternoon shift
$80k
...appointment where a prospective member meets with one of our specialists to review their home, discuss projects and maintenance needs,... ...insights and helping test new growth ideas. Examples: Share customer objections, feedback, and trends with Sales and Marketing...Full timeContract workLocal areaWork from homeWeekend workHoney Homes
Oakland, CAa month ago- ...As a Virtual Customer Care Specialist, you will be responsible for supporting customers and handling inquiries from the comfort of your home, including: respond to customer inquiries via phone, chat, and email. troubleshoot basic issues and provide solutions. document...
TradeJobsWorkForce
Berkeley, CA4 days ago $60k - $80k
...Associate - State Farm Agent Team Member for Kim Holland - State Farm Agent, you are vital to our daily business operations and customers' success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency...Work at office$100 per hour
...Customer Care Associate - Spanish Fluency Hybrid (4 days onsite, 1 day remote) – Brisbane, CA To get the best candidate experience, please consider applying for a maximum of 3 applications within 12 months to ensure you are not duplicating efforts. Applicants...Remote workWork from homeHome officeWork visaOdoo
Alameda, CA4 days ago$24 - $30 per hour
...divh2Customer Service Representative/h2pThe Customer Service Representative is responsible for the Customer Experience in the retail showroom of the DCs, including order fulfillment activities by walk-in customers and through online orders. This role will be responsible...Temporary workFlexible hoursCaesarstone
San Leandro, CA3 days ago$17.5 per hour
...Customer Service Representative We're seeking a positive, personable customer service representative for a rewarding career opportunity! You'll connect with new people, tackle tough problems, and raise the bar on an excellent customer experience. We welcome applicants...Hourly payWeekly payFull timePart timeCasual workHang Ten Boiler
Alameda, CA4 days ago$19.25 - $20.25 per hour
...who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus. People First, Excellence Always Job Expectations: Maintain courteous, professional contact with co-workers, customers...Weekly payFull timePart timeFor contractorsLocal areaImmediate startShift workNight shiftDay shiftAfternoon shiftEarly shiftChevron
Alameda, CA5 days ago- ...divh2Customer Service Rep/h2pWe are searching for qualified customer service reps with personality and people skills. Were growing so fast its hard to keep up, and that means Dominos has lots of ways for you to grow (if thats what you want), perhaps to management, perhaps...
Island Pizza CO
Alameda, CA4 days ago $21.5 - $30.09 per hour
...Customer Service Representative-Bilingual Cantonese/Mandarin Interested in learning more about this job Scroll down and find out what... ...requiring sponsorship now or in the future (if based in the U.S.). Successfully pass a pre-employment drug screen. About Transdev: Cities,...Full timeContract workTemporary workLocal areaFlexible hoursShift workTransdev
Alameda, CA3 days ago$24 per hour
...computer savvy, have experience working or volunteering in a role that required them be in contact with many people daily (retails, customer service, grocery store clerk, bartender, etc.) Reporting to our Chief People & Strategy Officer, you will spend the first two...Hourly payFull timePart timeCasual workLocal areaMonday to ThursdayThe Professional Tree Care Company
Berkeley, CA2 days ago$70k - $90k
...Associate - State Farm Agent Team Member for Mark Hoogs - State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency...Full timeFor contractorsWork at officeLocal area$35 - $38 per hour
Base pay range $35.00/hr - $38.00/hr Direct message the job poster from Hydrogen Group Job title and details Principal Life Sciences Recruiter- Specializing in Clinical and Biometrics Office Coordinator Location: Metagenomi Reports to: Senior Facilities Support Supervisor...Full timeWork at office$17.46 - $18.06 per hour
...individual on our team. Role Overview Sales Associates play a key role in delivering an exceptional shopping experience for every customer. Responsibilities include assisting customers throughout the store, answering questions, and ensuring a well-organized sales floor...Hourly payPart timeFlexible hoursBig 5 Sporting Goods
Alameda, CA1 day ago- 1099 Sales Representative – Merchant Services (Nationwide) Are you an experienced sales professional looking for true income potential, flexibility, and a company that actually supports your growth? We’re expanding nationwide and looking for driven, experienced 1099 ...For contractorsImmediate startRemote workFlexible hours
ClearPay Processing
Alameda, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Success Specialist. Be the first to apply!
Related searches
- social service representative Alameda, CA
- client service officer Alameda, CA
- customer service expert Alameda, CA
- airport customer service agent Alameda, CA
- customer experience agent Alameda, CA
- customer service consultant Alameda, CA
- customer service assistant Alameda, CA
- customer support specialist Alameda, CA
- customer advisor Alameda, CA
- customer support agent Alameda, CA